Financial Services Representative

2 days ago


Makati City, National Capital Region, Philippines LeadAdvisors Full time
Transform Lives with Our BPO Team

Are you passionate about making a meaningful impact on people's financial well-being? We are a leading contact center specializing in various financial services, from debt management to securing loans and navigating fiscal responsibilities. Our mission is to connect individuals with the right solutions to manage their finances effectively, helping them achieve their financial goals.

What You'll Do

As a key member of our team, you'll handle inbound and outbound calls, connecting clients needing financial aid with suitable services. You'll guide them in managing debt, saving money, securing loans, and understanding tax obligations, playing a pivotal role in their financial transformation.

Why Join Us?
  • Competitive Compensation: We offer a substantial base salary with incentives. Those with over two years of financial experience receive a higher starting salary.
  • Career Advancement: We provide ongoing training and career growth in a supportive environment.

If you're committed to excellence and ready to help our clients navigate their financial journeys, apply today and start making a difference with us.

Requirements
  • Address outbound inquiries about personal financing from US consumers.
  • Complete loan forms efficiently and accurately.
  • Proven Experience: At least two years in a call center or financial services environment.
  • Communication Skills: Excellent verbal and written communication skills in English.
  • Customer Service Skills: Strong ability to handle customer inquiries and resolve issues efficiently.
  • Technical Proficiency: Comfortable with call center technology and essential financial software.
  • Flexibility: Ability to work various shifts and adapt to changing business needs.
Responsibilities
  • Manage High-Volume Calls: Efficiently handle incoming and outgoing calls, maintaining a high level of service.
  • Customer Assistance: Provide detailed information and support regarding financial products and services.
  • Issue Resolution: Quickly identify and resolve client concerns or escalate them appropriately.
  • Documentation and Follow-Up: Accurately record call details and ensure proper follow-up on unresolved issues.
  • Performance Goals: Meet specific performance metrics such as call handling time, customer satisfaction, and resolution rates.
Desired Skills
  • Excellent communication skills.
  • Attention to detail.
  • Ability to handle queries professionally and maintain a customer-centric approach.
  • Ability to work independently and collaboratively in a fast-paced environment.
Compensation
  • Competitive salary package + commission.
  • Commissions: tier structure 25k to 100k per month.

About LeadAdvisors:

Welcome to LeadAdvisors.com, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients.

In the digital space, we excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy. Our dedicated professionals tirelessly create and implement strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.



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